RIA Intel›Advisers›Pennsylvania›WEALTH MANAGEMENT STRATEGIES, INC.

WEALTH MANAGEMENT STRATEGIES, INC.

Advisory

N·PITTSBURGH, PA

Data as of Jul 24, 2026 · Source: SEC Form ADV

Total AUM

$315M

1-Year AUM Growth

+11.2%

3-Year CAGR

+3.6%

Employees

3

Assets Under Management

Total AUM$315M

Discretionary AUM$314M

Non-Discretionary AUM$737K

Discretionary %99.8%

Total Clients277

Team

Total Employees3

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record15

First FilingOct 31, 2019

Latest FilingJul 24, 2026

🔒 Full AUM trend chart and 15 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WEALTH MANAGEMENT STRATEGIES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.